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Racquel K

CFP®, Series 63, Series 66

Scottsdale, AZ

Vigilare Wealth Management LLC

Racquel Kolsrud is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Vigilare Wealth Management LLC since 2015, where she is part of a four-advisor team based in Scottsdale, AZ. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in assets. The firm employs a dynamic investment approach combining global macro and bottom-up fundamental analysis, using a proprietary framework and ongoing risk assessment tools to manage portfolios on a discretionary basis.

Private / alternative investments Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner
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Zeljko Z

Series 66

Scottsdale, AZ

Vigilare Wealth Management LLC

Zeljko Zdrale is a financial advisor at Vigilare Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Vigilare since 2011. In addition to his advisory role, he is involved with Athlete Society LLC, a professional services company that provides financial coaching and related services to professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm employs a dynamic investment approach combining global macro and fundamental analysis within its Nucleus framework, offering discretionary management and comprehensive wealth oversight.

Private / alternative investments Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner
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Danita R

Series 63, Series 66, Series 65

Ashland, OR

Vigilare Wealth Management LLC

Danita Rios is a financial advisor at Vigilare Wealth Management LLC with eight years of industry experience. She has held her current position since 2019 and previously worked at The Veterans Directory from 2015 to 2017. Vigilare Wealth Management serves individuals, high-net-worth clients, and select institutional entities with investment management and integrated wealth services. The firm employs a dynamic asset allocation process combining global macro and fundamental analysis, provides family-office style services, and offers educational seminars and workshops.

Private / alternative investments Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner
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Jason P

Series 63, Series 66

Scottsdale, AZ

Vigilare Wealth Management LLC

Jason Polit is a financial advisor with Vigilare Wealth Management LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Vigilare Wealth Management since 2011. Polit is also a managing member of Athlete Society LLC, a professional services company that provides financial coaching and related services specifically for professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm offers integrated wealth management with a dynamic investment approach that combines global macro and fundamental analysis, using proprietary risk assessment tools and ongoing portfolio oversight.

Private / alternative investments Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner
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